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Willis Johnson & Associates is excited to invite college Juniors and Seniors to explore a career of digital marketing and content creation in the financial services industry this Spring. This intern will join our fast-paced, collaborative Marketing & Sales team to receive technical training, one-on-one mentorship, career development. Additionally, they’ll undertake a Portfolio Project from one of our internship pathways: Content Optimization, Research & Automation, Events & Outreach, and Content Creation. The Marketing Intern will participate in strategy sessions, develop …
Reporting to the Director of Operations, the Client Operations Specialist is responsible for client operations and service support, using strong administrative skills and attention to detail to serve as “mission control” to the Wealth Management team members. This position offers opportunities for growth in the Client Operations track, the Investment Operations track, or the client-facing Wealth Management track. Why Willis Johnson & Associates? Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives …
The Wealth Management Intern explores a career in financial planning and wealth management by taking on challenging and exciting responsibilities and by leading one key project. The intern participates in strategy sessions and client meetings, and receives technical training, one-on-one mentoring and networking opportunities. Essential Responsibilities • Assists in the preparation for client meetings, preparing a high volume of Investment Review books for clients.• Helps to prepare financial plans, reviews, reports and client presentations• Performs investment and other project research• …
Business Development & Inside Sales Do you have a fascination with both finance and sales? Have you always been interested in saving strategies, mitigating taxes and understanding the stock market? Do you have exceptional calling skills? Are you able to handle objections with a smile and convey value in the services to the right prospects? Are you looking for a role with unlimited upside and uncapped quarterly bonuses? If so, you should consider joining Willis Johnson & Associates as our …